Heartwood Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $868K | Hold |
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|
2023
Q1 | $894K | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $881K | Buy |
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|
2021
Q2 | $897K | Buy |
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|
2021
Q1 | $629K | Buy |
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|
2020
Q4 | $515K | Hold |
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|
2020
Q3 | $464K | Sell |
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|
2020
Q2 | $424K | Hold |
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|
2020
Q1 | $420K | Sell |
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|
2019
Q4 | $537K | Buy |
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